David Lucado, financial advisor Willow Springs IL

David Lucado

CRD Number: 313807
Current Firm: Comprehensive Planning, Inc.

David Lucado (CRD# 313807) is an Investment Advisor Representative working at Comprehensive Planning, Inc. in Willow Springs, IL and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Comprehensive Planning Inc. Downers Grove, IL Mar 2015 - Current 7
Self Employed Downers Grove, IL Aug 1973 - Current 49
La Salle St. Securities, Inc. Willow Springs, IL Jan 1990 - Mar 2015 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David H. Lucado
Phone Number: 708-839-9100
Registered State(s):
  • IL
Current Firm Details
Comprehensive Planning, Inc.
Firm's CRD Number: 123352
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

IL

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